Expert Legal Advice
We’re a boutique law firm focused on wealth retention, growth and transfer. We help you plan to protect and provide for your loved ones through conventional tools such as wills, trusts, guardianships & conservatorships, and through business contracts that help you manage your assets to hand on to the next generation.
“We take our work seriously, but we have fun doing it!”
Estate planning is for everyone, not just the wealthy. One of the most important steps you can take to protect yourself and your loved ones is to establish an estate plan. A well-designed estate plan includes instructions for managing assets during any period of incapacity, provides for loved ones (including minor children or aging parents), avoids probate at death, reduces or eliminates estate taxes, and may leave a charitable legacy.
We counsel with individuals and families to review their personal and financial situation, including their needs, concerns, hopes and goals, and explain the options available to them based on their situation. This may include wills, trusts, powers of attorney, advance medical directives, or a combination of these, depending on client needs and goals. Once their estate plan is in place, our clients enjoy peace of mind knowing they have provided for themselves and their loved ones in case an unexpected crisis occurs.
We believe you should have the opportunity to get to know us before you decide whether to work with us. We also believe you have a right to understand what your planning options are and how much they will cost in advance. We believe everyone deserves a good plan that addresses their unique situation. Contact us to schedule a complimentary initial consultation.